joining me is don from gfi, kevin landis. thank you for joining us. john, let me kick this off with you. technology certainly helping fuel this market rally this year but we saw microsoft get downgraded today. cisco had a big upset last week. and downgrade as well. what's going on with tech? >> i think one thing that you don't hear is that the nasdaq was up 32% year to date. so i think that's one thing that's going on. you know the nasdaq really led us higher. we had some good names, good cash flow good free cash flow as well as good dividend yield. a lot of the big cap nasdaq stocks like cisco intel, microsoft, the yields have been going higher, so we see those stocks you could actually buy with yield around the ten-year treasury. ncaa nasdaq is up 32%. once we get around 4,000, those big numbers usually lead to a little resistance. obviously, carl's statement -- tweet later in the day took us off the highs. i think if we look ahead, there's a lot to be positive about both in terms of the tech cycle. i think that -- agree with tom at jpmorgan we have